Catch-Up Savings, Social Security and Retirement Tax Decisions

 

Preserve Your Wealth

Preserve Your Wealth with Jewels Harris helps individuals and families make smarter decisions about retirement, income planning, insurance, annuities,… 
23 clip(s)
Loading playlist

The last years before retirement bring decisions that can affect both your savings and your future paycheck. Jewels Harris and Jackie Selby discuss catch-up contributions, working after claiming Social Security, tax surprises and the risks of holding concentrated company stock. Call 336-907-2322 or visit jharrisfinancial.com to ask about a retirement planning review.

Preserve Your Wealth

Preserve Your Wealth with Jewels Harris helps individuals and families make smarter decisions about … 

Social links

Follow podcast